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Question

Can I carry user filled data from form A in a process to form B in the same process?

Forms
Updated September 18, 2015
asked on April 22, 2015

Can I carry user filled data from form A to form B in the same business process?

The reason for multiple forms is directing who can send them to where.

I want User 1 to fill data in form A . User 2 has form B which shares the same fields. I want the data from form A to carry over to form B.

Is it possible to accomplish this with just Forms? I found similar talk about using scripting and LF Workflow.

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Answer

APPROVED ANSWER
replied on April 22, 2015

Forms can do this on its own. You can make a copy of Form A and call it Form B. Alternatively, if you had ended up recreating Form B manually instead of making a copy of Form A, then you need to ensure that the field variables used in Form B are the same as the ones in Form A, instead of using brand new fields that are just labeled the same.

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Replies

replied on April 22, 2015

Yes, you can. You can create multiple forms in a single Forms Process. At each User Task you can select which form the user sees.

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replied on April 22, 2015

That is what I did so far.  However, the data from Form A is missing from form B.

Ex: Form A

Name:  Jason

Tired:  Yes

 

Form B

Name: (empty)

Tired: (empty)

 

I'd like Jason & Tired to populate in Form B.

Can Forms do this on it's own or do I need to incorporate scripting or a database, etc?

 

Thanks

 

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APPROVED ANSWER
replied on April 22, 2015

Forms can do this on its own. You can make a copy of Form A and call it Form B. Alternatively, if you had ended up recreating Form B manually instead of making a copy of Form A, then you need to ensure that the field variables used in Form B are the same as the ones in Form A, instead of using brand new fields that are just labeled the same.

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replied on April 22, 2015

As Alex said, you can create a copy of the existing form or create a blank form and add the variables to it that were created from the first form. To do so, go to Forms-> Edit. On the left hand side you will notice a Fields tab and a Variables Tab. Click on the variables tab. There you will see any variables that already exist from all forms that have been created inside of the process you are currently in. Simply drag the ones you want onto the form canvas. Now when a user fills out form A, form B will be using the same variables and therefore will be populated with the values.

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replied on September 18, 2015

We have customer that is also trying to accomplish this. It works for the first iteration of the form (Form A>Form B). However, when we go to the third iteration or for example sake - Form C - it is not carrying over the variables. Any thoughts?

 

Thank You-

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replied on April 22, 2015

I am SOOO sorry.  I am slower than usual today.  I finally get what you're telling me.

Thank you all for your wonderful help and patience.

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